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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Metropolitan Dallas

Live united

four stars

94.12

1800 North Lamar Street Dallas, TX 75202
tel: (214) 978-0000   Web Site
EIN: 75-6005352

Board Leadership
Charlene Lake
Board Chair

CEO
Jennifer Sampson
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 94.12 four stars
  Financial 91.69 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 03/01/2021 using data provided by the charity on a consolidated pro forma 990 which was verified against 990s received from the IRS.

United Way of Metropolitan Dallas is a community-based social change organization that puts opportunity in the hands of all North Texans. Working with our determined supporters, we lead the charge to improve education, income and health-the building blocks of opportunity. We invite all change-seekers in our community to Live United to achieve lasting results right here in North Texas. To give, advocate or volunteer, visit UnitedWayDallas.org.

United Way of Metropolitan Dallas is a community-based social change organization that puts opportunity in the hands of all North Texans. Working with our determined supporters, we lead the charge to improve education, income and health-the building blocks of opportunity. We invite all change-seekers in our community to Live United to achieve lasting results right here in North Texas. To give, advocate or volunteer, visit UnitedWayDallas.org.

Financial

four stars

91.69

Accountability & Transparency

four stars

100.00

This rating was published 03/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
83.1%
  Administrative Expenses 4.6%
  Fundraising Expenses 12.1%
  Fundraising Efficiency $0.12
  Working Capital Ratio (years) 0.93
  Program Expenses Growth 2.7%
  Liabilities to Assets 12.9%
All data for Financial Performance Metrics calculations was provided by United Way of Metropolitan Dallas on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Metropolitan Dallas on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Metropolitan Dallas (TX) 94.12 four stars
United Way of Northern Arizona (AZ) 90.18 four stars
United Way of Licking County (OH) 90.23 four stars
United Way of Central Alabama (AL) 98.23 four stars
United Way of Washington County, WI (WI) 87.58 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $58,331,584
   Federated Campaigns $129,406
   Membership Dues $0
   Fundraising Events $569,500
   Related Organizations $80,196
   Government Grants $3,726,977
Total Contributions $62,837,663
   Program Service Revenue $0
Total Primary Revenue $62,837,663
   Other Revenue $3,269,609
TOTAL REVENUE $66,107,272
   
EXPENSES  
   Program Expenses $55,271,628
   Administrative Expenses $2,627,405
   Fundraising Expenses $7,132,563
TOTAL FUNCTIONAL EXPENSES $65,031,596
   
Payments to Affiliates $604,882
Excess (or Deficit) for the year $1,075,676
   
Net Assets $78,993,828

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Community Grants $25,862,126 46.8%
Donor-Designated Funds $20,677,711 37.4%
Collaborative Initiatives $8,731,791 15.8%

Ratings History
United Way of Metropolitan Dallas has received 4 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 03/01/2021 94.12 four stars
2018-06 12/23/2020 94.27 four stars
2018-06 02/01/2020 93.61 four stars
2017-06 12/20/2019 91.65 four stars
2017-06 12/20/2019 91.65 four stars
2016-06 12/21/2018 93.33 four stars
2015-06 08/01/2018 88.51 three stars
2014-06 06/01/2016 89.33 three stars
 
CN 2.0
2014-06 08/01/2015 90.82 four stars
2013-06 10/01/2014 91.87 four stars
2012-06 06/01/2013 85.57 three stars
2011-06 06/01/2012 88.28 three stars
2010-06 04/01/2012 84.19 three stars
2009-06 09/20/2011 90.24 four stars
 
CN 1.0
2009-06 12/01/2010 82.13 three stars
2008-06 12/01/2009 95.87 four stars
2007-06 05/01/2009 89.15 three stars
2006-06 09/01/2007 89.03 three stars
2005-03 02/01/2007 72.29 two stars
2004-03 04/01/2006 82.05 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 75-6005352
Name in IRS Master File UNITED WAY OF METROPOLITAN DALLAS INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (927) Fundraising
(602) Gifts, grants, or loans to other organizations
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1961
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$466,513 0.71% Jennifer Sampson President. CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Metropolitan Dallas (TX) 94.12 four stars
United Way of Washington County East (MN) 85.86 three stars
United Way of Northwest Florida (FL) 87.21 three stars
United Way of Western Connecticut (CT) 93.43 four stars
United Way - Thomas Jefferson Area (VA) 91.71 four stars

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This charity has an official representative registered with Charity Navigator.

Note: This rating represents consolidated financial data for these organizations:

  • United Way of Metropolitan Dallas
  • United Way Foundation of Metropolitan Dallas (75-2834344)

Charity Contact Info

United Way of Metropolitan Dallas
1800 North Lamar Street
Dallas, TX 75202
tel: (214) 978-0000
fax: (214) 922-8232
EIN: 75-6005352

Visit Web Site

Board Leadership

Charlene Lake
Board Chair

CEO

Jennifer Sampson
President, CEO

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